Your Personal Wealth Consultation

CHF 369.–

1h, online or on-site (Zurich): You have free assets of CHF 500,000 or more and want an independent analysis of your current investment strategy, or you're looking for a new strategy for investing your money? Then personal wealth consultation is exactly right for you. As independent financial advisors, Bente Roth and Rachel Alioska are Finma licensed, with over 20 years of experience, and can invest and manage your wealth for you. If you enter into a wealth management mandate, we will refund your consultation costs.

Choose your advisor

Our independent financial advisors understand the challenges in a woman's financial life. They help you find valuable answers to your questions. Together, they will organize your financial life and show you ways to use your money wisely.

Do you still have questions about the independent consultation? Here are our FAQs. Didn’t find your question? Contact us here.

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